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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
OCG
226
Opus Capital Group
Ohio
$255K -$25.2K -1,641 -9%
Commonwealth Equity Services
227
Commonwealth Equity Services
Massachusetts
$246K +$7.06K +459 +3%
CA
228
Clearstead Advisors
Ohio
$242K
Prudential Financial
229
Prudential Financial
New Jersey
$242K +$27K +1,755 +13%
BP
230
Ballentine Partners
Massachusetts
$241K
CAG
231
Csenge Advisory Group
Florida
$239K -$41.5K -2,700 -15%
CCP
232
Corient Capital Partners
California
$236K +$24.7K +1,606 +12%
AWM
233
AE Wealth Management
Kansas
$234K -$46.1K -3,001 -17%
QCG
234
Quadrant Capital Group
Ohio
$234K +$30.8K +2,004 +15%
SF
235
Synovus Financial
Georgia
$231K -$1.55M -100,861 -87%
B
236
Bellecapital
Switzerland
$226K -$6.56K -427 -3%
AIC
237
Ameritas Investment Company
Nebraska
$220K +$217K +14,147 New
SA
238
swisspartners Advisors
Switzerland
$217K
SRC
239
Sage Rhino Capital
California
$198K +$8.62K +561 +5%
NA
240
NewEdge Advisors
Louisiana
$198K +$12.6K +817 +7%
MIS
241
Morningstar Investment Services
Illinois
$197K +$21.8K +1,421 +13%
SI
242
Stephens Inc
Arkansas
$195K +$32.4K +2,108 +20%
FP
243
Financial Perspectives
Minnesota
$194K
CFB
244
Cullen/Frost Bankers
Texas
$193K -$436K -28,380 -70%
CAN
245
Claraphi Advisory Network
United States
$190K -$5.38K -350 -3%
RWM
246
Ritholtz Wealth Management
New York
$185K +$183K +11,896 New
KWA
247
KCS Wealth Advisory
California
$183K +$181K +11,776 New
X
248
Xponance
Pennsylvania
$180K +$178K +11,562 New
BCM
249
Blume Capital Management
California
$179K -$21.5K -1,400 -11%
EI
250
Ellevest Inc
New York
$178K +$43K +2,800 +32%